WBI Power Factor ETFs


Time-tested over 30 years, WBI’s multi-factor security selection models have been designed to develop the most powerful factor combinations to find the strongest stocks to buy. Our smart beta Power Factor ETF (ticker: WBIY) unleashes the power of WBI’s rigorous security selection to maintain a fully invested approach to maximize return. The fund maintains a fully invested posture with comparable risk to market indexes and is suitable for more aggressive investors. WBI employs a quarterly rebalancing approach in an effort to ensure only stocks with the strongest fundamentals are included.

Power Factor Security Selection

  • Software screens thousands of domestic and international stocks every quarter to find companies with the strongest quality fundamentals and the highest dividend yields.
  • Requires a stock to be a reasonable value, have positive revenue and earnings trends, and have positive price momentum.

Active Quarterly Rebalancing

  • Helps enforce a ‘buy low-sell high’ discipline by locking in gains on stocks that have had outsized appreciation.
  • Confirms strongest quality fundamentals on a quarterly basis.
  • Can dramatically improve performance and reduce volatility over full market cycles.

Power Factor ETFs

An investment in the Funds is subject to risk, including the possible loss of principal. There is no guarantee the Advisor’s investment strategy or quantitative models used in the investment strategy will be successful. To the extent that a Fund invests in dividend-paying equities, if stocks held by the Fund reduce or stop paying dividends, the Funds’ ability to generate income may be affected. Small and medium capitalization companies may involve greater volatility and risk than investing in larger and more established companies. Foreign and emerging market securities carry additional risks such as currency fluctuation, economic or financial instability, lack of timely or reliable financial information, or unfavorable political or legal developments.

For a full list of investment risks associated with the funds, including but not limited to market risk, portfolio turnover risk, securities business risk, mortgage-backed securities risk, master limited partnership risk, real estate investment trust risk, ETF risk, and trading price risk, please read the prospectus.